Your AI agent growth team

Discover, customize, and deploy agents that handle repetitive work from planning through execution. Choose prebuilt agents or create your own, then manage them centrally with clear guardrails and analytics.

Extend your team without adding headcount.

Agents operate within your platform and CRM context, taking on tasks like prospecting, personalization, and support resolution. You choose where humans review and when agents act autonomously.

Meet the agents

Customer Agent

Resolves common inquiries with instant, accurate responses and escalates when needed.

Prospecting Agent

Researches accounts, detects signals, and drafts personalized outreach.

Closing Agent

Surfaces blockers, answers buyer questions from approved content, and accelerates deals.

Knowledge Base Agent

Identifies content gaps and drafts help articles from real tickets.

Personalization Agent

Builds tailored pages and CTAs for priority segments.

Data Agent

Answers custom business questions by analyzing CRM data and documents.

Set up and customize in Studio

• Discover agents in the marketplace and install what you need.
• Configure behavior, brand voice, and approval flows before deployment.
• Define data access and guardrails to match your processes.
• Iterate quickly as performance improves over time.

Operate with guardrails

Measure and improve

From plain language to production workflows

Design entire automations by describing them. Then refine with conversational edits or precise point-and-edit.

Generate the full flow

Triggers, actions, waits, and branching logic come ready to run.

Edit by conversation

Ask for changes in natural language to update your workflow quickly.

Point and edit

Select steps to update only specific parts of a complex flow.

Set your marketing on autopilot

Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.

Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast

• Drag-and-drop editor for actions, delays, branches, and goals.
• Triggers from form fills, page views, list joins, and property updates.
• Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale

Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve

Work smarter with AI that knows your business.

An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.

Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time

• Instant meeting prep with highlights pulled from records and conversations.
• Drafts emails, pages, and posts based on your brief and company guidelines.
• Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice

Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Shape the CRM around your business.

Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.

Flexible objects and associations.

Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation

• Custom properties with field types that fit your data.
• Validation rules to prevent bad inputs.
• Calculated and formula fields for dynamic values.

Relationships that reflect reality

Multiple associations

Link records across objects to reveal context and influence.

Primary associations

Set the main link for automation and attribution.

Association labels

Clarify how records relate for better reporting.

Governance and lifecycle

Ready for analytics